See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,037 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 16.36% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,631 | $3,083+50.2% | $2,912+59.0% | $4,660-0.6% |
| Participant deferral / active EE | $12,980 | $4,643+179.6% | $4,319+200.6% | $6,688+94.1% |
| Admin fee / account holder | $103 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |